Everstar Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.9M	Sell	55,306 -5,689	-9%	-$298K	1.77%	7
2025 Q1	$3.04M	Sell	60,995 -7,892	-11%	-$393K	2.01%	5
2024 Q4	$3.33M	Buy	68,887 +1,394	+2%	+$67.4K	2.36%	5
2024 Q3	$3.06M	Buy	+67,493	New	+$3.06M	2.1%	4